0001712533-23-000012.txt : 20231027 0001712533-23-000012.hdr.sgml : 20231027 20231027172324 ACCESSION NUMBER: 0001712533-23-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231027 DATE AS OF CHANGE: 20231027 EFFECTIVENESS DATE: 20231027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brickley Wealth Management CENTRAL INDEX KEY: 0001712533 IRS NUMBER: 821096907 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18201 FILM NUMBER: 231356443 BUSINESS ADDRESS: STREET 1: 1900 O'FARRELL STREET SUITE 330 CITY: SAN MATEO STATE: CA ZIP: 94403 BUSINESS PHONE: 650-638-0111 MAIL ADDRESS: STREET 1: 1900 O'FARRELL STREET SUITE 330 CITY: SAN MATEO STATE: CA ZIP: 94403 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001712533 XXXXXXXX 09-30-2023 09-30-2023 Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330 SAN MATEO CA 94403
13F HOLDINGS REPORT 028-18201 000287487 801-110453 N
Stephen Brickley Chief Compliance Officer 650-638-0111 Stephen Brickley San Mateo X1 10-27-2023 0 40 374810128 false
INFORMATION TABLE 2 3q2023BWM_13F.xml ALPHABET INC CAP STK CL C 02079K107 204104 1548 SH SOLE 0 0 0 1548 AMERICAN CENTY ETF TR US SML CP VALU 025072877 252012 3233 SH SOLE 0 0 0 3233 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 25450631 439942 SH SOLE 0 0 0 439942 APPLE INC COM 037833100 50289579 293730 SH SOLE 0 0 0 293730 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 337339 963 SH SOLE 0 0 0 963 ILLUMINA INC COM 452327109 866786 6314 SH SOLE 0 0 0 6314 INVESCO QQQ TR UNIT SER 1 46090E103 2274548 6349 SH SOLE 0 0 0 6349 ISHARES TR MSCI EAFE ETF 464287465 9830887 142642 SH SOLE 0 0 0 142642 ISHARES TR RUS 1000 GRW ETF 464287614 10838039 40746 SH SOLE 0 0 0 40746 ISHARES TR CORE S&P US VLU 464287663 234531 3143 SH SOLE 0 0 0 3143 ISHARES TR RUS MD CP GR ETF 464287481 864993 9469 SH SOLE 0 0 0 9469 ISHARES TR 1 3 YR TREAS BD 464287457 304447 3760 SH SOLE 0 0 0 3760 ISHARES TR EAFE SML CP ETF 464288273 341587 6049 SH SOLE 0 0 0 6049 ISHARES TR MSCI INTL MOMENT 46434V449 1329952 42248 SH SOLE 0 0 0 42248 ISHARES TR MSCI USA SMCP MN 46435G433 4197743 127012 SH SOLE 0 0 0 127012 ISHARES TR MSCI USA MIN VOL 46429B697 7983206 110296 SH SOLE 0 0 0 110296 ISHARES TR MSCI EAFE MIN VL 46429B689 1964896 30127 SH SOLE 0 0 0 30127 ISHARES TR CORE MSCI EAFE 46432F842 37988683 590345 SH SOLE 0 0 0 590345 ISHARES TR CORE US AGGBD ET 464287226 246621 2623 SH SOLE 0 0 0 2623 ISHARES TR MSCI USA MMENTM 46432F396 4790485 34291 SH SOLE 0 0 0 34291 META PLATFORMS INC CL A 30303M102 416391 1387 SH SOLE 0 0 0 1387 MICROSOFT CORP COM 594918104 914096 2895 SH SOLE 0 0 0 2895 NVIDIA CORPORATION COM 67066G104 216625 498 SH SOLE 0 0 0 498 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 962175 28333 SH SOLE 0 0 0 28333 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 203002 2792 SH SOLE 0 0 0 2792 SPDR S&P 500 ETF TR TR UNIT 78462F103 17353551 40595 SH SOLE 0 0 0 40595 VANGUARD INDEX FDS TOTAL STK MKT 922908769 395956 1864 SH SOLE 0 0 0 1864 VANGUARD INDEX FDS VALUE ETF 922908744 86992150 630698 SH SOLE 0 0 0 630698 VANGUARD INDEX FDS SM CP VAL ETF 922908611 18572672 116450 SH SOLE 0 0 0 116450 VANGUARD INDEX FDS SMALL CP ETF 922908751 2062649 10909 SH SOLE 0 0 0 10909 VANGUARD INDEX FDS GROWTH ETF 922908736 31803058 116790 SH SOLE 0 0 0 116790 VANGUARD INDEX FDS SML CP GRW ETF 922908595 20273601 94657 SH SOLE 0 0 0 94657 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6204361 47376 SH SOLE 0 0 0 47376 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 710495 7625 SH SOLE 0 0 0 7625 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2276619 58062 SH SOLE 0 0 0 58062 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 16803643 355407 SH SOLE 0 0 0 355407 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 6431261 112533 SH SOLE 0 0 0 112533 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 236678 4109 SH SOLE 0 0 0 4109 VANGUARD WORLD FD ESG US STK ETF 921910733 1004714 13357 SH SOLE 0 0 0 13357 VANGUARD WORLD FD ESG INTL STK ETF 921910725 385362 7640 SH SOLE 0 0 0 7640